See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,315 | $107,334+31.7% | $92,893+52.1% | $152,861-7.6% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 23.95% | 145.58%-121.6pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $912 | $4,221-78.4% | $3,653-75.0% | $4,762-80.8% |
| Participant deferral / active EE | $1,837 | $4,845-62.1% | $4,236-56.6% | $5,850-68.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |